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Aspen Technology shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Aspen Technology (AZPN) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Aspen Technology

Tip: Access up to 7 years of quarterly data

All positions including Aspen Technology held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aspen Technology by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $401k 1.7k 238.82
2024-06-30 $333k 1.7k 198.63

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding Aspen Technology

Kayne Anderson Rudnick Investment Management
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Nordea Investment Management Ab
Neuberger Berman Group
First Manhattan
Dimensional Fund Advisors
Sumitomo Mitsui Trust Holdings
Lazard Asset Management
Geode Capital Management
Independent Franchise Partners
Wells Fargo & Company
Bamco

View all funds holding Aspen Technology